Net worth · from the 2019 annual disclosure, filed 2020-08-12
Members report every asset and liability in a value band, never a figure. The range below is the arithmetic floor and ceiling those bands allow: assets at their minimums minus liabilities at their maximums, and the reverse. Midpoints are shown only for year-over-year comparison.
Net worth range (2019)
$6.9M – $19.0M
+$1.1M midpoint change vs 2018
Assets
$6.9M – $19.0M
263 line items
Liabilities
$0
0 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2019 | house | $6.9M – $19.0M | $0 | $6.9M – $19.0M | 263 / 0 | PDF 2020-08-12 |
| 2018 | house | $6.0M – $17.7M | $0 | $6.0M – $17.7M | 209 / 0 | PDF 2019-08-13 |
Where the money is (2019)
Largest disclosed assets (2019)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| 50 IDX DUE 08/25/2022 | Other | self | $1.0M – $5.0M |
| EURO CPN: .0000% DUE: 11/30/2020 Capital Gains |
Other | self | $500K – $1.0M |
| Conawell Corporation Dividends |
Private funds | joint | $500K – $1.0M |
| IBM International Business Machines Corporation (IBM) Dividends |
Stocks | self | $250K – $500K |
| Hartford Growth Opportunities FD | Mutual funds | self | $250K – $500K |
| SER 2016-2: Dividends |
Other | self | $100K – $250K |
| Hartford Healthcare Fund CL a Dividends |
Mutual funds | self | $100K – $250K |
| MSFT Microsoft Corporation (MSFT) Dividends |
Stocks | self | $100K – $250K |
| Capital Income Builders Fund CL a Dividends |
Mutual funds | self | $100K – $250K |
| Franklin Rising Dividend Fund Dividends |
Mutual funds | self | $100K – $250K |
| american International Growth & Income Fund CL a Dividends |
Mutual funds | self | $100K – $250K |
| IVZ Invesco Ltd (IVZ) Dividends |
Stocks | self | $100K – $250K |
| Putnam Global Healthcare Fund CL a Dividends |
Mutual funds | self | $100K – $250K |
| Templeton Growth Fund CL a Dividends |
Mutual funds | self | $100K – $250K |
| american Funds Dev World Growth Dividends |
Mutual funds | self | $100K – $250K |
Source: pfd_filings / pfd_assets / pfd_liabilities (House Clerk and Senate eFD annual reports, parsed). Bands are the form's own brackets; the top bracket on some forms is unbounded, which is why a ceiling can read "≥". The form does not state what secures a loan, so liability types are the filer's wording.